Planned Giving Programs - Exploring Basics

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Join us in this entry level planned giving session. We will explore what's required to run a successful planned giving program off the side of your desk, with minimal finances and time. We’ll also explore community resources to help you along the way including program building tools. Learning Outcomes: 1. Overview of Planned Giving 2. Suggested forms and policies 3. Marketing tools and tips 4. Simple prospecting tips 5. Legacy Society formats There is time allotted in the session to ask questions and explore advancing your planned giving program. Breakfast Buffet Registration and Breakfast @ 8 a.m.

Special Thanks to our Season Sponsor:

Canada Life

Special Thanks to our Event Sponsors:

Blackwood Family Enterprise Services

CCAP Manitoba Foundation

CPA Manitoba Foundation

Entrust Financial

Fillmore Riley LLP

GiftPact Foundation

Janzen Wealth Management Group of RBC Dominion Securities

ONYX Financial

The Winnipeg Foundation

Tradition Law

United Way Winnipeg

Presenter: Monica Sigurdson CFRE

Monica Sigurdson has been involved in the non-profit sector for over 10 years, with six of those having been spent within the social finance sector in Manitoba. Currently she enjoys her role with iDE Canada as Director of Philanthropy. Her experience includes securing a multimillion dollar deal with the Federal Social Finance Fund, building and launching Canada’s first Rent Guarantee Program and building fundraising programs including Planned Giving Programs. A proven nonprofit leader in fund development, program building and general management, she holds an EMERIT Event Coordination Certificate, Robertson Career College Diploma as well as her CFRE designation. Monica also serves on a variety of Boards including the Manitoba Chapter of Canadian Association of Gift Planners. In her free time, she’s an avid nature enthusiast as well as a Basketball Coach.

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February 18th, 2025 8:00 AM   through   February 20th, 2025 10:00 PM
Winter Club
200 River Ave.
Winnipeg, MB
Canada
Phone: 2048135450
Email: Email:
Members & Non-Members $ 20.00 + $ 0.00 Tax

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